PGWIX Mutual Fund
PGWIX Mutual Fund
NAV$9.70
AUM$79M
TER0.75%
Holdings57
PGWIX Mutual Fund
NAV$9.70
Principal MidCap Growth Fund Institutional Class
AUM$79M
TER0.75%
Holdings57
PGWIX Mutual Fund Overlap Analysis
PGWIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PGWIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 57 holdings, PGWIX may share significant positions with broad-market funds.
PGWIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PGWIX tax-loss harvesting finds highly correlated but non-identical funds.